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ACM Targets Broker-Dealers

Accessor Capital Management (ACM), a Seattle-based investment management firm, is targeting broker-dealers and other investment intermediaries with the release of smartSolutions, a Web-based investment and administrative tool. Already used in the bank trust and insurance channels, smartSolutions allows users to manage small investment accounts, including those with assets of less than $100,000.

"SmartSolutions provides a customized investment policy for each client - a diversified portfolio that accesses a whole cadre of the world's best managers, tax-efficient rebalancing to the asset allocation target of the investor, and constant monitoring of all sub-advisers of various funds," says ACM president Tony Whatley.

The product includes AllosetWEB, a plug-and-play tool that enables advisers to build customized investment plans and policies, and an interface to the Accessor Allocation Funds, a family of six funds managed by independent sub-advisers, including State Street Global Advisors Funds Management and JPMorgan Fleming Asset Management. SmartSolutions also performs administrative tasks, including compliance and reporting functions and the production and distribution of customized statements.

www.accessor.com 800-882-9612


Copyright 2005 CMP Media LLC. All rights reserved.
7/1/05, Issue # 2307, page 59.

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